A Podcast Focused On

Individual Investors

 

Learn about the business behind the stock.  With over 200 episodes of company case studies, mental models, and more, we’re learning together how to make better investing decisions.

 

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My Latest Thoughts on

Long Term Investing

Learning to invest in the stock market has been and will continue to be a big journey!  I’m grateful that you’re joining me for the ride.  Below are some of my thoughts are investing in the stock market, and a little bit about my story.

Mental Model: Opportunity Cost

Mental Model: Opportunity Cost

Basic Definition   This is probably the most important mental model that I have come across and apply in my life, and it permeates almost every thought, decision, and action that I have. To put it simply, if you spend energy, time, money, or other resources doing...

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Mental Model: Seizing the Middle

Mental Model: Seizing the Middle

Basic Definition By aligning yourself in a certain domain with favorable characteristics, you are more likely to have greater flexibility and reap more rewards.   Explanation of the Concept Practically, what does this mean though?  The example that Shane Parrish...

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Virgin Galactic (SPCE)

Virgin Galactic (SPCE)

Virgin Galactic's proposed supersonic jet.  Image Source: Fox BusinessThe History of Virgin Galactic Founded in 2004 by British billionaire Sir Richard Branson.  Branson has extensive experience in the business world, having founded the Virgin Group, a conglomerate of...

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Marriott Vacations Worldwide (VAC)

Marriott Vacations Worldwide (VAC)

Marriott's Desert Spring Villas II in Palm Desert, CA.  Image Source: TripAdvisor History   Check out Episode 135 to first hear about Marriott International (MAR) if you haven’t already Marriott Vacations Worldwide is a “vacation club” or timeshare company, and...

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Marriott International (MAR)

Marriott International (MAR)

The J.W. Marriott in Los Cabos, Mexico.  Image Source: MarriottMarriott Began With A Root Beer Stand   Founded by John Willard Marriott in 1927.  Him, his wife Alice, and a partner started a root beer stand in 1927.  He had noticed that people walking around in...

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Host Hotels and Resorts (HST)

Host Hotels and Resorts (HST)

The Don Cesar in St. Pete, FL.  Image Source: Host Hotels and ResortsThe History of Host Hotels and Resorts Began With Railroads The company’s origins start with the Van Noy brothers in Kansas City, Missouri in the late 1800s.  In 1897 Ira Clinton Van Noy, Charles S.,...

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Philosophy

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Stocks Represent Businesses

Behind every stock is a real business that sells products and servics to customers.  Understanding the business helps us better  understand the nature of the stock.

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Valuation Matters

Price is what you pay and value is what you get.  Every stock has an intrinsic value that represents what it is actually worth.

FAQs

What is Stock Stories?

Stock Stories is a podcast and platform designed to help you, the individual investor, make better decisions.  We look at case studies of real companies and mental models as our main learning tools.

Will You Do An Episode on XYZ Company?

Part of my goal with this platform is to review, research, and present my findings on the largest American companies, which are part of the S&P 500 index. 

Occasionally I will cover smaller companies or companies based in other countries as well.  There’s no guarantees, but if you make a suggestion I’ll try to work it into the show at some point.

What is a Mental Model?

Mental Models are thought experiments that express an idea or principle.  I like to think of them as a framework for worldly wisdom.

Popularized in the investment community by Charlie Munger, they come from a wide range of disciplines, including psychology, biology, statistics, etc.

Podcast

The Stock Stories podcast explores company case studies and mental models.

Essays

Read my latest thoughts on long term investments in the stock market.

About

Learn more about me and my mission with Stock Stories.